Atticus Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Atticus Wealth Management’s Portfolio LQDH Stock Details LQDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-172	Closed	-$17K	–	388
2021 Q1	$17K	Sell	172 -298	-63%	-$28.4K	0.01%	280
2020 Q4	$45K	Buy	470 +3	+0.6%	+$281	0.02%	217
2020 Q3	$43K	Buy	467 +2	+0.4%	+$183	0.03%	183
2020 Q2	$42K	Sell	465 -9,213	-95%	-$806K	0.03%	179
2020 Q1	$803K	Sell	9,678 -9,732	-50%	-$886K	0.65%	35
2019 Q4	$1.87M	Buy	+19,410	New	+$1.83M	1.19%	23

Other funds holding LQDH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atticus Wealth Management's LQDH Position: Q2 2021 in Review

Atticus Wealth Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2021, closing a stake of 172 shares — an estimated $17K sold.

Atticus Wealth Management first reported a position in LQDH in Q4 2019 and held it in 6 quarters. The position peaked at $1.87M in Q4 2019. 90 funds tracked by Wall St. Rank hold LQDH as of Q2 2021.

Atticus Wealth Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Atticus Wealth Management sold 172 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2021, an estimated $17K.
Atticus Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Atticus Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.87M in Q4 2019.
90 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2021.

Based on Atticus Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.